Hybrid Personal Lines Pro: Grow & Protect Clients

Patriot Growth Insurance Services, LLC; North Easton (MA); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Personalized time off and company paid

Job summary

Patriot Growth Insurance Services, LLC seeks a Personal Lines Sales Executive to deliver tailored personal lines insurance solutions, win new business, and round out and upsell existing accounts. You will advise clients on coverage options and ensure they get the best value while addressing their needs and concerns.

Responsibilities include developing leads, responding to inquiries, prequalifying prospects, creating compelling proposals, and presenting to clients.

Qualifications

• 3+ years of experience in sales, account management, or customer service.
• High school diploma or GED.
• Massachusetts Property and Casualty Insurance License.

Responsibilities

• Develop new business and upsell existing accounts.
• Provide tailored insurance solutions and educate clients on coverage options.
• Respond to inquiries and prepare compelling insurance proposals.
• Record client interactions accurately in the agency system.

Skills

Client relationship building

Verbal communication

Written communication

Attention to detail

Project management

Team collaboration

Education

High school diploma or GED

Massachusetts Property and Casualty Insurance License

CIC / AU / CPCU (preferred)

Tools

EPIC

Microsoft Office

Job description

Patriot Growth Insurance Services, LLC seeks a Personal Lines Sales Executive to deliver tailored personal lines insurance solutions, win new business, and round out and upsell existing accounts. You will advise clients on coverage options and ensure they get the best value while addressing their needs and concerns.

Responsibilities include developing leads, responding to inquiries, prequalifying prospects, creating compelling proposals, and presenting to clients.